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IWXIWX
7 quarters

Position history for OPOrion Porfolio Solutions, LLC's holdings in ISHARES TR

Yes. Orion Porfolio Solutions holds 217,189 shares of IWX, worth $22.8M, as of its Q2 2026 13F filing. It reduced the position by 65,279 shares (-23.1%) from Q1 2026. Orion Porfolio Solutions has held IWX since Q4 2025, across 3 quarterly 13F filings. IWX is 0.2% of Orion Porfolio Solutions' reported 13F portfolio.

Current Value

$22.8M

Current Shares

217,189

Total Value Change

-$41M

Total Shares Change

-568,269

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
217,189
-23.1%
$22.8M0.2%$104.79
0
2026-Q1
Decreased
282,468
-22.0%
$26.2M0.2%$92.01
0
2025-Q4
New
361,960
-
$33.2M0.2%$90.85
48
2025-Q2
Exited
0
-100.0%
$00.0%$82.54
0
2025-Q1
New
553,731
-
$45.5M0.4%$80.19
48
2024-Q4
Exited
0
-100.0%
$00.0%$76.85
0
2024-Q3
New
785,458
-
$63.8M0.6%$78.52
58

Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION

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